Constellation Energy Corp
CEG- Exchange
- Nasdaq
- Industry
- Electric Services
- SEC CIK
- 0001868275
In the last 90 days, Constellation Energy Corp insiders filed 1 open-market purchase and 0 sales; 1,866 institutions reported holding it in 13F filings for Q2 2026, worth $71.4B in total; superinvestors Coatue Management and Soros Fund Management hold it.
13F holders, Q3 2025
Institutional positions in Constellation Energy Corp as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,824
- +127 vs. Q2 2025
- Shares held
- 249.4M
- −1.84M (−0.7%) vs. Q2 2025
- Total value
- $82.1B
- +$1.03B (+1.3%) vs. Q2 2025
- New holders
- 214
- 786 more added
- Sold out
- 87
- 517 more reduced
25 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CEG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,866 | $71.4B |
| Q1 2026 | 1,907 | $80.3B |
| Q4 2025 | 2,008 | $91.1B |
| Q3 2025 | 1,824 | $82.1B |
| Q2 2025 | 1,722 | $82.7B |
| Q1 2025 | 1,547 | $51.8B |
| Q4 2024 | 1,545 | $56.9B |
| Q3 2024 | 1,427 | $66.2B |
| Q2 2024 | 1,310 | $51.0B |
| Q1 2024 | 1,175 | $48.0B |
| Q4 2023 | 1,005 | $30.6B |
| Q3 2023 | 905 | $29.3B |
| Q2 2023 | 849 | $24.9B |
| Q1 2023 | 841 | $21.2B |
| Q4 2022 | 877 | $23.2B |
| Q3 2022 | 823 | $22.3B |
| Q2 2022 | 755 | $15.3B |
| Q1 2022 | 645 | $14.4B |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Constellation Energy Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Aspetuck Financial Management LLC | 1,450 | $477.2K | 0.33% | −25−1.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,450 | $477.2K | 0.24% | 00.0% | Unchanged |
| River Street Advisors LLC | 1,451 | $477.5K | 0.19% | −10−0.7% | Reduced |
| RPS Advisory Solutions LLC | 1,452 | $477.7K | 0.23% | −79−5.2% | Reduced |
| Bluesphere Advisors, LLC | 1,461 | $480.8K | 0.22% | −162−10.0% | Reduced |
| Driehaus Capital Management LLC | 1,465 | $482.1K | 0.00% | +1,465 | New |
| L2 Asset Management, LLC | 1,467 | $482.7K | 0.07% | +55+3.9% | Added |
| Eagle Bluffs Wealth Management LLC | 1,469 | $483.4K | 0.21% | +16+1.1% | Added |
| Headland Capital, LLC | 1,473 | $484.6K | 0.14% | −99−6.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,452 | $485.0K | 0.17% | +858+144.4% | Added |
| Compass Ion Advisors, LLC | 1,474 | $485.1K | 0.05% | −43−2.8% | Reduced |
| Beaumont Financial Advisors, LLC | 1,476 | $485.7K | 0.03% | −38−2.5% | Reduced |
| Acadian Asset Management LLC | 1,485 | $486.0K | 0.00% | +1,320+800.0% | Added |
| Optas, LLC | 1,480 | $487.0K | 0.08% | +109+8.0% | Added |
| Keel Point, LLC | 1,485 | $488.7K | 0.03% | −2−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 1,486 | $489.0K | 0.03% | +16+1.1% | Added |
| Latitude Advisors, LLC | 1,493 | $491.3K | 0.22% | +7+0.5% | Added |
| Quadcap Wealth Management, LLC | 1,497 | $492.6K | 0.06% | +48+3.3% | Added |
| MONECO Advisors, LLC | 1,498 | $492.9K | 0.04% | +98+7.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,500 | $494.0K | 0.14% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 1,504 | $494.9K | 0.39% | −85−5.3% | Reduced |
| Patten & Patten Inc | 1,508 | $496.2K | 0.03% | −150−9.0% | Reduced |
| Dana Investment Advisors, Inc. | 1,512 | $497.4K | 0.01% | −16−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 1,512 | $497.6K | 0.03% | −2−0.1% | Reduced |
| Welch & Forbes LLC | 1,516 | $498.9K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,520 | $500.2K | 0.03% | +1,520 | New |
| Beirne Wealth Consulting Services, LLC | 1,524 | $501.7K | 0.12% | +1,524 | New |
| Newton One Investments LLC | 1,525 | $501.8K | 0.15% | 00.0% | Unchanged |
| Capital & Planning, LLC | 1,528 | $502.9K | 0.31% | +467+44.0% | Added |
| Edge Financial Advisors LLC | 1,532 | $504.2K | 0.23% | −148−8.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 1,533 | $504.5K | 0.24% | +50+3.4% | Added |
| Lake Street Financial LLC | 1,535 | $505.1K | 0.07% | +49+3.3% | Added |
| Stonebridge Financial Group, LLC | 1,537 | $505.8K | 0.04% | −51−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 1,537 | $505.8K | 0.01% | +280+22.3% | Added |
| Jackson Wealth Management, LLC | 1,541 | $507.0K | 0.05% | +1,541 | New |
| Values First Advisors, Inc. | 1,546 | $508.7K | 0.27% | −20−1.3% | Reduced |
| Heritage Trust Co | 1,546 | $508.7K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,547 | $509.1K | 0.04% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,550 | $510.1K | 0.04% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 1,550 | $510.1K | 0.08% | −94−5.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,559 | $513.0K | 0.11% | +20+1.3% | Added |
| OneAscent Financial Services LLC | 1,561 | $513.6K | 0.03% | +133+9.3% | Added |
| Planning Directions Inc | 1,566 | $515.3K | 0.27% | +55+3.6% | Added |
| Brookwood Investment Group LLC | 1,569 | $516.3K | 0.07% | +590+60.3% | Added |
| Shepherd Financial Partners LLC | 1,570 | $516.6K | 0.05% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,577 | $518.9K | 0.29% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,590 | $523.2K | 0.04% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 1,590 | $523.2K | 0.33% | −84−5.0% | Reduced |
| Horizon Family Wealth, Inc. | 1,591 | $523.5K | 0.30% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 1,595 | $525.0K | 0.40% | +325+25.6% | Added |
| RFG Advisory, LLC | 1,609 | $529.5K | 0.01% | +723+81.6% | Added |
| Clifford Swan Investment Counsel LLC | 1,629 | $536.1K | 0.02% | +35+2.2% | Added |
| Pickering Energy Partners LP | 1,630 | $536.4K | 11.78% | −1,280−44.0% | Reduced |
| First American Bank | 1,633 | $537.4K | 0.03% | 00.0% | Unchanged |
| Pennsylvania Capital Management Inc | 1,640 | $539.7K | 0.16% | +1+0.1% | Added |
| Alta Advisers Ltd | 1,649 | $542.6K | 0.17% | 00.0% | Unchanged |
| Ascent Group, LLC | 1,650 | $543.0K | 0.02% | +167+11.3% | Added |
| Ameritas Advisory Services, LLC | 1,652 | $543.8K | 0.04% | −158−8.7% | Reduced |
| Verus Wealth Management, LLC | 1,654 | $544.2K | 0.51% | +4+0.2% | Added |
| Parkside Financial Bank & Trust | 1,655 | $544.6K | 0.04% | +80+5.1% | Added |
| ING Groep NV | 1,659 | $545.9K | 0.00% | −3,844−69.9% | Reduced |
| Leigh Baldwin & Co., LLC | 1,663 | $547.3K | 0.31% | +35+2.1% | Added |
| Trust Point Inc. | 1,666 | $548.2K | 0.04% | +400+31.6% | Added |
| Advisor OS, LLC | 1,677 | $551.8K | 0.05% | +616+58.1% | Added |
| ARS Wealth Advisors Group, LLC | 1,683 | $553.8K | 0.05% | +7+0.4% | Added |
| SeaCrest Wealth Management, LLC | 1,501 | $556.9K | 0.06% | +639+74.1% | Added |
| First Community Trust NA | 1,700 | $559.4K | 0.43% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 1,711 | $563.0K | 0.12% | +729+74.2% | Added |
| Vivaldi Capital Management, LLC | 1,715 | $564.4K | 0.08% | +42+2.5% | Added |
| FSM Wealth Advisors, LLC | 1,716 | $564.6K | 0.08% | +254+17.4% | Added |
| Strategic Investment Solutions, Inc. | 1,717 | $565.1K | 0.15% | +1+0.1% | Added |
| Apella Capital, LLC | 1,428 | $566.3K | 0.01% | +91+6.8% | Added |
| Court Place Advisors, LLC | 1,724 | $567.3K | 0.17% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,727 | $568.3K | 0.02% | −22−1.3% | Reduced |
| Grove Bank & Trust | 1,730 | $569.3K | 0.07% | −43−2.4% | Reduced |
| Kestra Investment Management, LLC | 1,745 | $574.2K | 0.02% | −2,680−60.6% | Reduced |
| Interval Partners, LP | 1,749 | $575.5K | 0.01% | +1,749 | New |
| Compton Financial Group, LLC | 1,752 | $576.7K | 0.14% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,761 | $579.5K | 0.03% | +232+15.2% | Added |
| Whalen Wealth Management Inc. | 1,763 | $580.2K | 0.34% | +1,763 | New |
| Breakwater Capital Group | 1,769 | $582.1K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,772 | $583.1K | 0.02% | −8−0.4% | Reduced |
| Athena Investment Management | 1,775 | $584.1K | 0.30% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,778 | $585.1K | 0.19% | −30−1.7% | Reduced |
| Evernest Financial Advisors, LLC | 1,802 | $592.9K | 0.17% | +10+0.6% | Added |
| C M Bidwell & Associates Ltd | 1,802 | $593.0K | 0.29% | −70−3.7% | Reduced |
| Accurate Wealth Management, LLC | 1,525 | $594.1K | 0.08% | +119+8.5% | Added |
| Clarius Group, LLC | 1,812 | $596.3K | 0.04% | −287−13.7% | Reduced |
| Strategic Financial Concepts, LLC | 1,810 | $596.6K | 0.09% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,815 | $597.3K | 0.07% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 1,827 | $601.0K | 0.01% | +276+17.8% | Added |
| Eagle Wealth Strategies LLC | 1,829 | $601.9K | 0.30% | +204+12.6% | Added |
| BlueChip Wealth Advisors LLC | 1,840 | $605.5K | 0.26% | −87−4.5% | Reduced |
| Mission Wealth Management, LP | 1,845 | $607.2K | 0.01% | −1,873−50.4% | Reduced |
| Financial Council Asset Management Inc | 1,849 | $608.5K | 0.27% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,854 | $610.1K | 0.12% | +8+0.4% | Added |
| Spirepoint Private Client, LLC | 1,855 | $610.4K | 0.06% | +15+0.8% | Added |
| Embree Financial Group | 1,860 | $612.1K | 0.08% | −3−0.2% | Reduced |
| Successful Portfolios LLC | 1,863 | $613.1K | 0.36% | −260−12.2% | Reduced |
| Penserra Capital Management LLC | 1,871 | $614.0K | 0.01% | +1,844+6,829.6% | Added |